The Client's POs list page

This article covers the viewing of a Client's POs and the available options to you.

Accessing and Viewing the Client POs

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients List page select the Client name to access the Client Edit page.
5. Upon the Client Edit page displaying, click the POs tab.
6. View the Client's POs.
7. If the Summary section is collapsed by default, click the Expand button (down arrow) to view the Clients POs page with the Summary section expanded.

   

   Note: The amounts within the Client's POs Summary section are only calculated and shown upon expanding it. The default visibility for the Client PO Summary section can be managed by a Master Administrator from the System Configuration page (Setup > Organization > System > System Setup).

Available options from the Client POs page

1. Expand /Collapse the Summary Section

   Note: The amounts within the Client's POs Summary section are only calculated and shown upon expanding it. The default visibility for the Client PO Summary section can be managed by a Master Administrator from the System Configuration page (Setup > Organization > System > System Setup).

2. Click New to create a new PO line item
3. Click Notifications to access the manage PO Notifications.
4. Click Refresh to reload the page.
5. Select the required PO Line Items, then click Delete to delete them.
6. Export the list to Excel.
7. Choose the Prevent revenue accrual when entry amounts are not fully associated to POs selection box to prevent transitioning an invoice to a state marked as Recognize Revenue when the entry amounts are not fully associated to POs. For further details refer to Preventing revenue accrual when entry amounts are not fully associated to POs for a Client.
8. Column Selection The following columns are displayed by default: Name, PO #, Issue Date, Valid From, Valid To, Amount, Invoiced, Prepaid, Recognized and Remaining.
   Column Selection to define which columns you wish to have displayed on the list page. In addition to any User Defined Fields associated to the Client POs you can choose to add the following columns: Consumed amount and Description.
9. Select a search criterion from the available anchored criteria filters; Name PO# and Project. Enter the corresponding search value, then click the Search . For further derails refer to Searching for an item.
10. Pagination is on the top right corner of the page to facilitate easy navigation across multiple pages.
11. From the table header:
    1. You can easily sort the columns by ascending or descending order simply by clicking a column header. Note that an arrow indicates the descending () or ascending () order applied to the column.
    2. You can now dynamically resize column(s), to your preferred width. Simply move your cursor to the column boundary () you want to resize. When the cursor becomes a resize cursor (), click and drag the column accordingly.
12. Click an existing PO to access the PO Edit page.